LFG
SVC

Larson Financial Group’s Service Properties Trust SVC Stock Holding History

Larson Financial Group’s Portfolio SVC Stock Details SVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.73K Buy
1,289
+6
+0.5% +$62 ﹤0.01% 2329
2025
Q4 		$11.8K Buy
1,283
+7
+0.5% +$70 ﹤0.01% 2022
2025
Q3 		$17.3K Buy
1,276
+5
+0.4% +$68 ﹤0.01% 1721
2025
Q2 		$15.2K Buy
1,271
+3
+0.2% +$32 ﹤0.01% 1619
2025
Q1 		$16.6K Buy
1,268
+4
+0.3% +$54 ﹤0.01% 1437
2024
Q4 		$16K Buy
1,264
+5
+0.4% +$81 ﹤0.01% 1298
2024
Q3 		$28.7K Buy
1,259
+53
+4% +$1.32K ﹤0.01% 1081
2024
Q2 		$31K Buy
1,206
+43
+4% +$1.24K ﹤0.01% 932
2024
Q1 		$39.4K Buy
1,163
+30
+3% +$1.11K ﹤0.01% 750
2023
Q4 		$48.4K Buy
1,133
+30
+3% +$1.13K ﹤0.01% 656
2023
Q3 		$42.4K Buy
1,103
+26
+2% +$1.08K ﹤0.01% 653
2023
Q2 		$46.8K Buy
1,077
+25
+2% +$1.1K ﹤0.01% 573
2023
Q1 		$52.4K Buy
1,052
+20
+2% +$925 0.01% 545
2022
Q4 		$37.6K Buy
1,032
+27
+3% +$990 ﹤0.01% 576
2022
Q3 		$26K Buy
1,005
+1
+0.1% +$33 ﹤0.01% 575
2022
Q2 		$26K Buy
1,004
+2
+0.2% +$69 ﹤0.01% 498
2022
Q1 		$44K Buy
1,002
+1
+0.1% +$44 0.01% 402
2021
Q4 		$44K Buy
1,001
+1
+0.1% +$51 0.01% 402
2021
Q3 		$56K Buy
1,000
+1
+0.1% +$57 0.01% 278
2021
Q2 		$63K Buy
999
+1
+0.1% +$62 0.01% 241
2021
Q1 		$59K Hold
998
– – 0.02% 228
2020
Q4 		$57K Buy
998
+1
+0.1% +$51 0.02% 200
2020
Q3 		$40K Buy
997
+1
+0.1% +$38 0.02% 236
2020
Q2 		$35K Buy
+996
New +$34.7K 0.02% 222

Other funds holding SVC

YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Larson Financial Group's SVC Position: Q1 2026 in Review

Larson Financial Group increased its Service Properties Trust (SVC) stake by 0.47% in Q1 2026, buying an estimated $62 and bringing the position to 1,289 shares worth $8.73K. The position accounts for ﹤0.01% of the portfolio, ranked #2329.

Larson Financial Group first reported a position in SVC in Q2 2020 and has held it in 24 quarters since. The position peaked at $63K in Q2 2021. 203 funds tracked by Wall St. Rank hold SVC as of Q1 2026.

  • Larson Financial Group held 1,289 shares of Service Properties Trust worth $8.73K as of Q1 2026.
  • Larson Financial Group bought 6 Service Properties Trust shares in Q1 2026, an estimated $62.
  • Service Properties Trust made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2329 holding.
  • Larson Financial Group first reported a position in Service Properties Trust in Q2 2020 and has held it in 24 quarters since.
  • Larson Financial Group's Service Properties Trust position peaked at $63K in Q2 2021.
  • 203 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.